Cabinet NG launches tools to help advisers search and locate files

Cabinet NG, a document management and workflow software maker, this week launched two new tools the company says are intended to expedite searches and better access documents in its filing system CNG-Safe (an acronym for Safe Access Filing Environment)
The two new products — CNG-Supersearch and Retriever for WebApps — were designed to be used on the new Windows 7 operating system and Microsoft Vista. But since the majority of businesses are still running Windows XP, SuperSearch can also be installed as a desktop application on that operating system as well. Retirever for WebApps is designed to work on most operating systems.
For Windows 7 and Vista users though, CNG-SuperSearch is set up as a “gadget,” a small program installed for convenience’s sake in the Windows sidebar on a user’s desktop.
CNG-SuperSearch allows users to quickly locate documents or folders stored in CNG-Safe from their desktop rather than having to start Windows Explorer or other tools. Users can search by document, folder and full text. A feature being touted by the developers is called Mind Reader, which will perform a search using text or numbers that have been copied into a user’s clipboard and hitting the “Ctl+C” keys.
Retriever for WebApps is a new version of the company’s previously released Retriever product. The original was used in Windows installations of CNG-Safe, but this one is meant (not surprisingly) for use with online applications. With the increased usage of programs hosted online, known as “software-as-a-service applications” or SaaS, users need more streamlined access to documents stored elsewhere.
Retriever links relevant documents and CNG-Safe resources directly to the requisite SaaS application. This is aimed at making the linking and retrieval of Web documents as simple as performing those tasks on a local PC or network.
CNG-SuperSearch and Retriever for WebApps are available as software downloads. CNG-SuperSearch is free to clients with a current software maintenance contract, and Retriever for WebApps costs $495.
There are quite a few document management providers available these days. Independent financial advisers that want to check out comparable products should consider Avante or Intuition Pro systems from Laserfiche. Many broker-dealers are also providing document management technology including homegrown systems as well as from outside providers such as Docupace Technologies, Inc. for example.
For more information visit Cabinet NG online.
If you’re thinking of taking your firm paperless, check out our INTech newsletter on the subject.
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Cabinet NG, Mint.com